Session Synopsis
In this insightful session, Derrick Yip, an advocate of continuous learning within the financial services industry, will share his best practices for building a sustainable and successful career. Derrick emphasizes the importance of staying updated with industry trends and news to better understand the financial challenges faced by individuals, families, and businesses. By constantly studying these trends, he crafts tailored financial strategies that have a meaningful impact on clients’ lives.
In addition to his expertise in financial planning, Derrick will provide practical insights on how to maintain resilience and growth in the financial services industry. His session will highlight the key habits and strategies that have helped him thrive in this dynamic field, including his commitment to lifelong learning, adaptability, and customer-focused planning.
This workshop promises to equip attendees with actionable insights that they can apply to their own financial services careers, helping them create long-term value for both their clients and their businesses.
Session Learning Objectives
By the end of this workshop, participants will be able to:
1. Recognize the importance of continuous learning and its impact on career growth in the financial services industry.
2. Analyze industry trends and news to better understand their effects on financial planning for individuals, families, and businesses.
3. Develop actionable strategies to create tailored financial plans that address clients’ evolving needs.
4. Implement best practices that contribute to building a sustainable and client-centered financial planning business.
5. Cultivate habits and mindsets that foster resilience and long-term success in the dynamic financial services industry
Session Outline
1) Introduction to the Financial Services Landscape
2) The Power of Continuous Learning
3) Understanding Client Needs through Trend Analysis
4) Best Practices for Building a Sustainable Financial Services Business
5) Strategizing for Resilience and Growth
6) Q&A and Interactive Discussion
Speaker’s Profile
Derrick Yip
Assistant Vice President, Financial Services, Manulife Singpore
Vice President 1, IFPAS Executive Council 2024/25
- BSc (Hons) in Psychology
- Chartered Financial Consultant (ChFC/S®)
- Associate Financial Consultant (AFC)
- Associate Estate Planning Practitioner (AEPP®)
- Agency Management Training Course (AMTC)
- Certified HNW Adviser
- Certified Will Planner
- IBF Advanced Level 3 (Financial Planning)
- Singapore Accredited Mortgage Planner (SAMP™)
- Certificate in General Insurance
- 8x MDRT Qualifier, 2x IDA Award Recipient, 4x APFinSA Award Winner
- APFinSA Most Favourite Advisor Award (Top 10 in Singapore)
In September 2012, Derrick joined Manulife Advisory Group as a Financial Services Consultant. Over the years, he has steadily progressed, and currently, he holds the position of Assistant Vice President, Financial Services.
His primary focus revolves around estate planning and business risk management, and he also takes great pride in leading and mentoring a team of Financial Services Consultants. One of the aspects he cherishes the most about his journey is his passion for continuous learning. He is a Chartered Financial Consultant, Certified HNW Adviser, Associate Estate Planning Practitioner and Certified Will Planner.
His dedication to the financial sector has also extended beyond his role at Manulife Advisory Group. Currently, he is serving as the Vice President of the Insurance and Financial Practitioners of Singapore (IFPAS), where he actively contributes to the betterment of the industry and its professionals.
His journey in the financial industry has been a fulfilling and rewarding one, as he has been able to help countless individuals and businesses secure their financial futures. He is enthusiastic about the possibilities that lie ahead, and he eagerly looks forward to continuing to make a positive impact in the lives of others through his expertise and dedication.
